NEW! North Austin Location
October 22, 2018
In an effort to better serve our clients who live and work north of the river, we have opened a meeting location at the intersection … Read More
Austin Wealth Management Blog
Podcast: Budgeting in Austin, TX
September 5, 2018
This podcast breaks down the difficult challenge of budgeting for a middle to upper middle class family in Austin, Texas. Find it here: http://conversationwithkevin.libsyn.com/a-mental-model-for-budgeting We … Read More
US vs The World
September 5, 2018
Stock markets have exhibited some fascinating behavior this year, and I’m not just talking about Elon Musk tweeting Tesla’s price up and down. (Although I … Read More
Trade Wars
July 18, 2018
If wealth creation can be defined as more people accessing better products and services at lower prices, then Trade Wars gum up the works. It … Read More
Tech Update: Portfolio Insight
May 17, 2018
We are excited to announce a new visual investment dashboard in your Orion portal. Orion is a performance reporting system that uses data feeds from … Read More
The Flat Yield Curve
April 17, 2018
Here is what has been going on in global markets in Q1 of 2018. Click here for the full Q1 report in PDF format. Some interesting … Read More
Can we afford that house? Rules of thumb.
March 19, 2018
There is usually a difference between the house we really want and the house we can actually afford. Figuring out a reasonable purchase price is … Read More
Deciding which house to buy
March 12, 2018
This is the time of year when home buyers and sellers become very active. If you are a potential buyer, let’s face it, this town … Read More
Higher interest rates on cash
March 6, 2018
Good news! Higher short-term interest rates mean higher potential returns on your cash. This is not going to make or break your retirement plans, but it … Read More
The Great Correction of February 2018
February 12, 2018
Last week was a doozy! The US stock market had been on a record-breaking streak of sessions without significant declines, so sharp drops in the … Read More